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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,676 | $55,453-82.6% | $170,435-94.3% | $62,293-84.5% |
| Participation rate | 96.1% | 66.4%+29.7pp | 83.6%+12.5pp | 69.5%+26.6pp |
| Annual return | 13.85% | 21.38%-7.5pp | 205.94%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,360 | $2,164-37.2% | $5,432-75.0% | $2,042-33.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $62 | $455-86.4% | $13,881-99.6% | $479-87.1% |